Capital Advisory Group Advisory Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.62M Buy
32,991
+2,090
+7% +$166K 0.94% 32
2025
Q1
$2.44M Buy
30,901
+175
+0.6% +$13.8K 0.93% 38
2024
Q4
$2.4M Buy
30,726
+4,578
+18% +$357K 0.86% 37
2024
Q3
$2.08M Buy
26,148
+2,349
+10% +$187K 0.83% 40
2024
Q2
$1.84M Buy
23,799
+2,275
+11% +$176K 0.79% 39
2024
Q1
$1.66M Sell
21,524
-181
-0.8% -$14K 0.79% 38
2023
Q4
$1.68M Sell
21,705
-1,070
-5% -$82.8K 0.9% 33
2023
Q3
$1.71M Sell
22,775
-537
-2% -$40.4K 0.97% 32
2023
Q2
$1.76M Buy
23,312
+1,291
+6% +$97.7K 1.26% 26
2023
Q1
$1.68M Sell
22,021
-245
-1% -$18.7K 1.01% 29
2022
Q4
$1.67M Sell
22,266
-17,923
-45% -$1.35M 1.14% 26
2022
Q3
$2.99M Sell
40,189
-3,385
-8% -$251K 2.07% 7
2022
Q2
$3.35M Sell
43,574
-3,962
-8% -$305K 2% 8
2022
Q1
$3.71M Buy
+47,536
New +$3.71M 1.72% 12
2021
Q4
Sell
-99,081
Closed -$8.17M 486
2021
Q3
$8.17M Sell
99,081
-11,365
-10% -$937K 2.96% 4
2021
Q2
$9.14M Buy
110,446
+9,614
+10% +$795K 3.32% 4
2021
Q1
$8.32M Sell
100,832
-4,779
-5% -$394K 3.23% 4
2020
Q4
$8.79M Sell
105,611
-3,283
-3% -$273K 3.69% 3
2020
Q3
$9.02M Sell
108,894
-656
-0.6% -$54.4K 4.67% 2
2020
Q2
$9.06M Buy
109,550
+81,761
+294% +$6.76M 5.06% 2
2020
Q1
$2.2M Sell
27,789
-56,246
-67% -$4.44M 2.72% 9
2019
Q4
$6.82M Sell
84,035
-64,402
-43% -$5.23M 3.6% 7
2019
Q3
$12M Buy
148,437
+38,774
+35% +$3.14M 8.01% 1
2019
Q2
$8.86M Buy
109,663
+24,341
+29% +$1.97M 5.91% 3
2019
Q1
$6.81M Buy
85,322
+552
+0.7% +$44K 4.88% 4
2018
Q4
$6.61M Sell
84,770
-30,142
-26% -$2.35M 5.14% 6
2018
Q3
$8.98M Buy
114,912
+1,360
+1% +$106K 5.99% 5
2018
Q2
$8.86M Buy
113,552
+40,027
+54% +$3.12M 6.4% 5
2018
Q1
$5.77M Buy
+73,525
New +$5.77M 4.22% 5